Document Mentions (3 shared documents)

EFTA01539259

2 mentions1 same-page

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Cap Equity Change In Value 115,400.00 23,000.00 (427,985.00) 299,347.18 $9,762.18 Current Allocation 11% 1% 2% EFTA01539266 19% 33% US Small/Mid Cap Equity Preferred Stocks Concentrated & Other Equity Asset Categories Equity as a percentage of your portfolio - 33 % Page 4 of 29 EFTA01539267 FINAN

N SECURITIES LLC (ID: 256677-10-5) BANKRATE INC @ 18.17 28,617.75 BROKERAGE 100.00 TAX &/OR SEC .55 J.P. MORGAN SECURITIES LLC (ID: 06647F-10-2) CLEARWIRE CORP NEW CL A @ 2.10233 315,349.50 BROKERAGE 7,500.00 TAX &/OR SEC 6.06 J.P. MORGAN SECURITIES LLC (ID: 185380-10-5) ENTERPRISE PRODUCTS PARTNERS L P @ 44.66

EFTA01539195

2 mentions1 same-page

Page ?Same page

Cap Equity Change In Value 115,400.00 23,000.00 (427,985.00) 299,347.18 $9,762.18 Current Allocation 11% 1% 2% EFTA01539202 19% 33% US Small/Mid Cap Equity Preferred Stocks Concentrated & Other Equity Asset Categories Equity as a percentage of your portfolio - 33 % Page 4 of 28 EFTA01539203 FINAN

EFTA01539113

2 mentions1 same-page

Page ?Same page

Cap Equity Change In Value 115,400.00 23,000.00 (427,985.00) 299,347.18 $9,762.18 Current Allocation 11% 1% 2% EFTA01539127 19% 33% US Small/Mid Cap Equity Preferred Stocks Concentrated & Other Equity Asset Categories Equity as a percentage of your portfolio - 33 % Account Page 4 of 28 Consolidate